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Task Types

Task Types "Task Types" are used for both tasks you have not completed (the "scheduled tasks") as well as the ones you have completed ("history"). Most of the time, tasks are not scheduled. For example, because you can use the lookup "Call for Appointments", many...

Posted to Exploring TntConnect by TntWare on 25 Jun 2020
Filed under: tasks, history, history task types, tasks task types

Add task or history item for campaign to all donors.

I sent out an end of the year letter but did not print through TNT. I wanted to see if there is a way to add the campaign to all of my list instead of clicking in each persons info to add that campaign. Thanks, Phil

Posted to Technical Support by Philbington on 5 Jan 2018

Can I put scheduled Phone Calls on the Calendar?

I noticed the reason I could not see some of my scheduled appointments was because the time was defaulted to 0. Is this the reason I am unable to schedule Phone calls? Is there a way to add a time value to these?

Posted to Technical Support by Matthew Adams on 12 Aug 2013

New "BY" column in History view

In viewing the history of actions done, there's a new colum entitled "BY". My name is showing up, but if my wife logs task as complete and tries to use to dropdown box to indicate that SHE did the task, the only name showing up is mine. How is this dropdown box populated, and how do we...

Posted to Technical Support by R.ScottWilliams on 7 Jun 2013

History and Tasks

Hi, When I click on the History view button, then my Task view button, there is nothing there. Then, when I individually click on my contacts, there is a task for them under the tasks section...Why is there nothing on the History view or Task view, but then under the contacts it says a task? And, when...

Posted to Technical Support by Stephan Altergott on 8 Jun 2012